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Brookfield

733 hedge funds and large institutions have $59.1B invested in Brookfield in 2021 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 223 increasing their positions, 227 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+72
Holders Change %
+10.89%
% of All Funds
11.32%
Holding in Top 10
85
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.86%
% of All Funds
1.31%
New
125
Increased
223
Reduced
227
Closed
41
Calls
$26.6M
Puts
$81.2M
Net Calls
-$54.6M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
401
Raymond James Trust
Florida
$775K +$14.9K +305 +2%
CIC
402
Crawford Investment Counsel
Georgia
$774K
DLA
403
Douglas Lane & Associates
New York
$771K
HFS
404
Hantz Financial Services
Michigan
$770K +$318K +6,525 +71%
MC
405
Moors & Cabot
Massachusetts
$768K +$93.1K +1,907 +14%
LIM
406
Lagoda Investment Management
New York
$761K +$96.6K +1,979 +15%
AC
407
Avenir Corporation
Virginia
$755K
EF
408
Empowered Funds
Pennsylvania
$753K +$753K +15,418 New
RCA
409
Resonant Capital Advisors
Wisconsin
$734K -$124K -2,536 -14%
ACP
410
Arcus Capital Partners
Georgia
$734K +$263K +5,379 +56%
E
411
Ergoteles
New York
$724K +$724K +14,830 New
FWP
412
Firethorn Wealth Partners
Georgia
$709K +$709K +14,526 New
SIA
413
Schechter Investment Advisors
Michigan
$706K +$706K +14,470 New
ACM
414
Ashford Capital Management
Delaware
$706K +$706K +14,473 New
CFB
415
Cullen/Frost Bankers
Texas
$696K
KPCM
416
Kings Point Capital Management
New York
$692K -$59.6K -1,220 -8%
PAG
417
Private Advisor Group
New Jersey
$687K -$99.9K -2,048 -13%
CAM
418
Claret Asset Management
Quebec, Canada
$680K +$5.42K +111 +0.8%
CAG
419
Crestwood Advisors Group
Massachusetts
$678K +$678K +13,885 New
IWC
420
Integrated Wealth Concepts
Massachusetts
$661K -$31.4K -644 -5%
WTC
421
WhitTier Trust Company
Nevada
$652K
MPM
422
Meritage Portfolio Management
Kansas
$649K
WAM
423
Wolverine Asset Management
Illinois
$645K
BSAM
424
Blue Square Asset Management
New York
$644K -$218K -4,458 -25%
MWM
425
Mattern Wealth Management
Kansas
$641K